SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,669 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2023 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,268
- 較 2022 年第 4 季 +26 家
- 持有股數
- 5.54 億
- 較 2022 年第 4 季 +1,136 萬 (+2.1%)
- 總市值
- $2,148 億
- 較 2022 年第 4 季 +$80.7 億 (+3.9%)
- 新進機構
- 190
- 另有 1,153 家加碼
- 清倉機構
- 164
- 另有 1,495 家減碼
另有 68 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,669 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,182 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2023 年第 1 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| XML Financial, LLC | 3,589 | $147.3 萬 | 0.18% | −45−1.2% | 減碼 |
| Summit Global Investments | 3,603 | $147.5 萬 | 0.11% | +3+0.1% | 加碼 |
| Traynor Capital Management, Inc. | 3,628 | $148.5 萬 | 0.22% | −18−0.5% | 減碼 |
| Alterna Wealth Management, Inc | 3,650 | $149.4 萬 | 1.87% | −5,418−59.7% | 減碼 |
| Juncture Wealth Strategies, LLC | 13,150 | $149.5 萬 | 0.74% | +8,859+206.5% | 加碼 |
| WealthShield Partners, LLC | 3,643 | $149.6 萬 | 0.24% | +365+11.1% | 加碼 |
| Tradition Wealth Management, LLC | 3,660 | $149.8 萬 | 0.19% | +338+10.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,666 | $150.1 萬 | 0.30% | +435+13.5% | 加碼 |
| Fir Tree Capital Management LP | 3,668 | $150.2 萬 | 0.12% | 00.0% | 不變 |
| Banta Asset Management LP | 3,695 | $150.2 萬 | 1.74% | −5−0.1% | 減碼 |
| SP Asset Management LLC | 3,669 | $150.2 萬 | 0.18% | −6,586−64.2% | 減碼 |
| Lokken Investment Group LLC | 3,683 | $150.8 萬 | 1.15% | −16−0.4% | 減碼 |
| JSF Financial, LLC | 3,689 | $151.0 萬 | 0.56% | −485−11.6% | 減碼 |
| Archford Capital Strategies, LLC | 3,708 | $151.1 萬 | 0.32% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 3,704 | $151.6 萬 | 0.17% | −1,928−34.2% | 減碼 |
| FSM Wealth Advisors, LLC | 3,706 | $151.7 萬 | 0.88% | +2,491+205.0% | 加碼 |
| Bank of Nova Scotia Trust Co | 3,720 | $152.3 萬 | 0.17% | +15+0.4% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,727 | $152.6 萬 | 1.02% | −538−12.6% | 減碼 |
| Betterment LLC | 3,741 | $153.2 萬 | 0.00% | +204+5.8% | 加碼 |
| Lee Danner & Bass Inc | 3,751 | $153.6 萬 | 0.14% | −651−14.8% | 減碼 |
| Transparent Wealth Partners LLC | 3,754 | $153.7 萬 | 1.12% | +146+4.0% | 加碼 |
| Continuum Advisory, LLC | 5,102 | $153.7 萬 | 0.26% | −247−4.6% | 減碼 |
| MPS Loria Financial Planners, LLC | 3,768 | $154.3 萬 | 0.62% | −239−6.0% | 減碼 |
| American Planning Services, Inc. | 3,772 | $154.4 萬 | 1.05% | −15,835−80.8% | 減碼 |
| FMB Wealth Management | 3,775 | $154.5 萬 | 1.84% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,778 | $154.7 萬 | 0.11% | +284+8.1% | 加碼 |
| First Personal Financial Services | 3,785 | $155.0 萬 | 0.40% | −343−8.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,792 | $155.2 萬 | 0.35% | +1,347+55.1% | 加碼 |
| Cottage Street Advisors LLC | 3,799 | $155.5 萬 | 1.21% | +3,799 | 新進 |
| Atwood & Palmer Inc | 3,805 | $155.8 萬 | 0.15% | −1,437−27.4% | 減碼 |
| Sebold Capital Management, Inc. | 3,819 | $156.3 萬 | 1.23% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 3,824 | $156.5 萬 | 0.58% | +1,706+80.5% | 加碼 |
| Quattro Financial Advisors LLC | 3,824 | $156.6 萬 | 0.64% | −22,672−85.6% | 減碼 |
| Barr E S & Co | 3,833 | $156.9 萬 | 0.13% | −142−3.6% | 減碼 |
| Wagner Wealth Management, LLC | 3,836 | $157.0 萬 | 0.71% | +36+0.9% | 加碼 |
| Strata Wealth Advisors, LLC | 3,836 | $157.1 萬 | 0.81% | −3−0.1% | 減碼 |
| Retirement Guys Formula LLC | 3,837 | $157.1 萬 | 1.13% | +3,837 | 新進 |
| Agate Pass Investment Management, LLC | 3,840 | $157.2 萬 | 1.03% | +34+0.9% | 加碼 |
| Cambridge Advisors Inc. | 3,848 | $157.5 萬 | 0.40% | +10.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 3,854 | $157.8 萬 | 0.12% | +175+4.8% | 加碼 |
| Spotlight Asset Group, Inc. | 4,218 | $157.9 萬 | 1.57% | +4,218 | 新進 |
| Advisor Partners II, LLC | 3,858 | $158.0 萬 | 0.09% | −1,872−32.7% | 減碼 |
| Black Diamond Financial, LLC | 3,867 | $158.3 萬 | 0.52% | +102+2.7% | 加碼 |
| Coyle Financial Counsel LLC | 3,873 | $158.6 萬 | 0.73% | −592−13.3% | 減碼 |
| Droms Strauss Advisors Inc | 3,878 | $158.8 萬 | 0.72% | +32+0.8% | 加碼 |
| Insight Wealth Strategies, LLC | 3,892 | $159.3 萬 | 0.31% | +14+0.4% | 加碼 |
| Cape Investment Advisory, Inc. | 3,900 | $159.7 萬 | 0.97% | +3,900 | 新進 |
| Parkside Investments, LLC | 3,904 | $159.8 萬 | 0.30% | −45−1.1% | 減碼 |
| Column Capital Advisors, LLC | 3,909 | $160.0 萬 | 0.24% | +287+7.9% | 加碼 |
| Abound Wealth Management | 3,912 | $160.1 萬 | 0.72% | +154+4.1% | 加碼 |
| Grey Street Capital, LLC | 3,922 | $160.6 萬 | 1.13% | +3,922 | 新進 |
| Vaughan David Investments LLC | 3,933 | $161.0 萬 | 0.05% | +100+2.6% | 加碼 |
| Sage Financial Group Inc | 3,933 | $161.0 萬 | 0.18% | +25+0.6% | 加碼 |
| Sculati Wealth Management, LLC | 3,938 | $161.2 萬 | 0.86% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 3,943 | $161.4 萬 | 0.25% | +72+1.9% | 加碼 |
| Geneva Partners, LLC | 3,945 | $161.5 萬 | 1.38% | +4+0.1% | 加碼 |
| First Commonwealth Financial Corp | 3,952 | $161.8 萬 | 0.58% | −5−0.1% | 減碼 |
| Northstar Group, Inc. | 3,952 | $161.8 萬 | 0.41% | +554+16.3% | 加碼 |
| Retirement Investment Advisors, Inc. | 3,966 | $162.4 萬 | 0.29% | +1,983+100.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 3,967 | $162.4 萬 | 0.30% | −4,125−51.0% | 減碼 |
| Westside Investment Management, Inc. | 3,973 | $162.7 萬 | 0.48% | +99+2.6% | 加碼 |
| LGT Financial Advisors LLC | 3,984 | $163.1 萬 | 3.04% | +15+0.4% | 加碼 |
| Allegiance Financial Group Advisory Services LLC | 3,985 | $163.1 萬 | 1.20% | +2+0.1% | 加碼 |
| Northstar Advisory Group, LLC | 3,987 | $163.2 萬 | 1.22% | −728−15.4% | 減碼 |
| Headinvest, LLC | 3,989 | $163.3 萬 | 0.36% | −14−0.3% | 減碼 |
| Wambolt & Associates, LLC | 3,974 | $163.3 萬 | 0.58% | −171−4.1% | 減碼 |
| Oxbow Advisors, LLC | 3,992 | $163.4 萬 | 0.29% | −110−2.7% | 減碼 |
| Grandfield & Dodd, LLC | 3,993 | $163.5 萬 | 0.11% | −400−9.1% | 減碼 |
| First American Trust, FSB | 4,007 | $164.1 萬 | 0.24% | +201+5.3% | 加碼 |
| Sterling Investment Counsel, LLC | 4,028 | $164.9 萬 | 0.98% | −2,252−35.9% | 減碼 |
| Green Square Capital Advisors LLC | 4,029 | $164.9 萬 | 0.22% | +97+2.5% | 加碼 |
| Verity Asset Management, Inc. | 4,032 | $165.1 萬 | 0.99% | −617−13.3% | 減碼 |
| Philadelphia Trust Co | 4,032 | $165.1 萬 | 0.17% | −95−2.3% | 減碼 |
| New York Life Investment Management LLC | 4,046 | $165.6 萬 | 0.02% | +412+11.3% | 加碼 |
| CCG Wealth Management, LLC | 4,047 | $165.7 萬 | 1.10% | −513−11.3% | 減碼 |
| Canal Capital Management, LLC | 4,052 | $165.9 萬 | 0.37% | +454+12.6% | 加碼 |
| Centurion Wealth Management LLC | 4,054 | $166.0 萬 | 0.85% | +642+18.8% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,049 | $166.4 萬 | 0.37% | −286−6.6% | 減碼 |
| Girard Partners Ltd. | 4,073 | $166.8 萬 | 0.18% | −165−3.9% | 減碼 |
| Quantum Private Wealth, LLC | 4,105 | $168.1 萬 | 0.91% | +76+1.9% | 加碼 |
| White Lighthouse Investment Management Inc. | 4,108 | $168.2 萬 | 0.42% | −438−9.6% | 減碼 |
| Nottingham Advisors, Inc. | 4,111 | $168.3 萬 | 0.22% | −58−1.4% | 減碼 |
| Sonata Capital Group Inc | 4,117 | $168.5 萬 | 0.91% | +190+4.8% | 加碼 |
| Winch Advisory Services, LLC | 4,132 | $169.2 萬 | 0.66% | −246−5.6% | 減碼 |
| Hall Laurie J Trustee | 4,137 | $169.3 萬 | 0.72% | +20.0% | 加碼 |
| Morton Capital Management LLC | 4,139 | $169.5 萬 | 0.60% | −11−0.3% | 減碼 |
| TMD Wealth Management, LLC | 4,140 | $169.5 萬 | 0.48% | −1,000−19.5% | 減碼 |
| Horan Capital Advisors, LLC. | 4,141 | $169.5 萬 | 0.70% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 4,143 | $169.6 萬 | 0.38% | −87−2.1% | 減碼 |
| City State Bank | 4,153 | $170.0 萬 | 0.97% | +20+0.5% | 加碼 |
| Tempus Wealth Planning, LLC | 4,170 | $170.7 萬 | 0.83% | +144+3.6% | 加碼 |
| Team Hewins, LLC | 4,163 | $171.0 萬 | 0.91% | −306−6.8% | 減碼 |
| Providence First Trust Co | 4,182 | $171.2 萬 | 0.99% | −26−0.6% | 減碼 |
| Olistico Wealth, LLC | 4,194 | $171.7 萬 | 1.66% | +16+0.4% | 加碼 |
| Roger Wittlin Investment Advisory, LLC | 4,207 | $172.2 萬 | 1.54% | +2,353+126.9% | 加碼 |
| Tufton Capital Management | 4,209 | $172.3 萬 | 0.37% | −20−0.5% | 減碼 |
| Roberts Wealth Advisors, LLC | 4,220 | $172.5 萬 | 0.79% | 00.0% | 不變 |
| Legacy Private Trust Co. | 4,213 | $172.5 萬 | 0.15% | −321−7.1% | 減碼 |
| Horizon Wealth Management, LLC | 4,215 | $172.6 萬 | 1.29% | −82−1.9% | 減碼 |
| Alpine Global Management, LLC | 4,217 | $172.6 萬 | 0.67% | +4,217 | 新進 |